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How Dynamics 365 CRM Transforms Seller Adoption (and Sales Results)

The initial hope for CRM (Customer Relationship Management) software was to revolutionize sales by automating processes, assisting sales professionals with prospect management, providing timely reminders for sales pursuits, and transforming a traditional Rolodex into an interactive, continuously updated tool. However, the reality of traditional CRM use has often not lived up to these expectations, with…

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Cannabis Quality Control

Effective Cannabis Quality Control

As the cannabis industry continues to expand and evolve, we’re starting to recognize certain patterns and traits among those brands that not only rise to the top – but stay there. The most significant of these indicators? Quality. Quality control or QC, may not be the most exciting part of the burgeoning cannabis industry, but…

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Client Wins Judy

12 Field Service Performance Metrics Every Provider Should Track

Look, metrics matter. The data points you decide to track could determine whether you survive or thrive in today’s competitive field service landscape. These numbers are your windows into operational efficiency, customer satisfaction, and overall business performance. But — amid a sea of data and millions of potential KPIs, finding the metrics that perfectly align…

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Bargetto Winery Pours Out Inefficiencies With its Move to the Cloud and Microsoft Dynamics 365 Business Central

Background Bargetto Winery has produced hand-crafted wines in the Santa Cruz Mountains since 1933 and through three generations. The family business specializes in estate grown varietals from its vineyard in the Santa Cruz Mountains, overlooking Monterey Bay. The mountainous, cool climate region is host to low-yielding vineyards which produce wines of richness and intensity. Bargetto…

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IPO moves to the cloud

Intellectual Property Owners Association Moves its iMIS Solution to the Cloud for Streamlined Engagement Management

Background Intellectual Property Owner’s Association, (IPO), is the voice of IP owners. As the premier association for IP professionals, IPO advocates on behalf of its members for effective and affordable IP rights. Members receive networking, professional, and business development opportunities along with continuing legal education and other educational resources. As a worldwide trade association, IPO’s…

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Digital Transformation for Field Service

How Digital Transformation is Redefining Everything About Field Service Management

Over the last, maybe, decade and a half, we’ve watched incumbent retailers, media empires, and entire sectors fall to digital disruptors.  Now, many of those “tech-native upstarts” face their own reckonings, as algorithms perpetuate misinformation, stable jobs continue to morph into app-based gigs, and “freemium” subscriptions struggle to make good on ‘billion-dollar valuations.” Despite the…

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Metrics That Matter: 5 Key KPIs for Professional Services Firms

Key Performance Indicators (KPIs) are metrics used by Professional Services Firms to set goals for continuous improvements, ​​track and measure business performance, and take action when the plan falls apart. With the right KPIs in place, firms can shift toward more outcome-based engagements – using accurate, real-time data to win bids, track progress, and show…

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5 Proven Ways to Accelerate Digital Transformation

5 Proven Ways to Accelerate Digital Transformation

If you’re looking for a shortcut, you won’t find one. But, that doesn’t mean there aren’t ways to avoid the slowdowns, detours, and budget overruns that cause projects to stall out. Below, we’ll outline five strategies that will set you up for a smooth and speedy transformation.

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8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

As a Microsoft partner, we’re often asked by prospective clients why they should consider Microsoft Dynamics 365 CE (short for Customer Engagement, and formerly CRM) over other leading competitors. There used to be a saying, “Nobody gets fired for choosing IBM” — a reference to the company’s early domination of the server market and reputation…